All ecommerce stores need efficient data management, and yours is no exception. This includes your product catalogs as well as your customer and lead lists.
Having the ability to store data and to quickly access everything you need from a more concentrated database allows you to react with less delay whenever you have to rely on it. There are other tasks, too – moving the data to where it needs to be and leveraging its insight for your business operations.
In order to perform all of this, you need a file format that is versatile enough to support an extensive data set and can be loaded without much friction on to any of your systems. There are many different file types out there, but the CSV file format is perhaps the most utilized for all ecommerce-related tasks.
And for a reason that we’ll explore within this article by answering the following questions: what is a CSV file, and why is it vital for product management, customer segmentation tasks, data migration, and other aspects of running your ecommerce store.
Introduction to CSV files in ecommerce
So, what exactly is this CSV (Comma-Separated Values) file, and what makes it so important to ecommerce?
The CSV format is a specific plain-text file format that stores data in a tabular format. In layman terms, that’s the most straightforward format you can imagine – just text-organized tables. Sometimes, it may also refer to a file consisting of records (one per line) or a file where every record has the same sequence of fields.
A comma-separated values file is extremely versatile and on top of that, it’s easy to both create and read. As a result, it’s become the preferred choice for exchanging data between different applications.
For instance, even if you wish to check something as remote as data on the subnational population in Singapore, you will still use Excel files with a .xlsx or a .csv file extension. Statistics are best represented in those formats before those numbers are turned into an infographic to use for your business targeting a certain portion of the population.
In the context of ecommerce, CSV files are often utilized to exchange data on product information, pricing details, inventory levels, and other relevant management information. Merchants and ecommerce platforms frequently employ them for bulk import of ecommerce CSV data, updating product catalogs, and facilitating seamless communication between various software involved in their workflow.
Understanding the structure of a CSV file
CSV files all have the same structure that is very simple. No, really. It consists of only rows and columns.
Here are its key components:
- Rows: Each row in a CSV file consists of its own line. and typically corresponds to a record or an entry, part of a given data set.
- Columns: Within each row, you have data separated by a delimiter (comma, tab, space, semicolon, or other character), which may also be surrounded by quotation marks. These separate values represent the data in individual columns. The first row of a CSV file often contains headers, providing names for each column and describing the type of data it contains.
- Headers: The header row, when present, is the first row in the CSV file and includes labels for every column, serving to identify the meaning of the data.
Simple, right? That is precisely why CSV files can be an excellent choice for storing data and sharing it, especially in scenarios where compatibility and interoperability between different systems are crucial.
Advantages of using CSV files in ecommerce
Given how unpretentious they are, CSV files can bring a lot of benefits for your ecommerce business.
Let’s find out why:
- Highly versatile: You can use the CSV file format with different types of spreadsheet programs, from Microsoft and Apple apps to Google spreadsheets or other statistical software.
- Easy to produce and manage: When you want to write a CSV file, you only need a text editor program like Windows Notepad (Microsoft Notepad). You can add items to the list and save the file to update, but make sure they are separated by commas, or it won’t work as expected.
Alternatively, you can use a spreadsheet app as well. That way is considered more comfortable when larger data sets are involved, because of the interface of the program and its functionalities like formulas and personalized settings. - Accessible for all: You don’t always need a spreadsheet program to open CSV files and examine their contents. Since all they are is a text file that presents the information in a fairly understandable manner, and while it does take a while to get used to, you can read its contents from almost any device.
All of these aspects give CSV files valuable advantages over other formats. It is no surprise, then, that this format is widely adopted across industries, including in ecommerce.
Common applications of CSV files in ecommerce
The flexibility and compatibility of CSV files make them a tool for a range of data-related tasks. Everything from basic data storage to complex data analysis and e-commerce operations – the CSV format covers it.
Let’s look at a few examples of how your CSV files can serve your business endeavors:
- Exporting and importing customer data: Adding customer information to the CSV file is a pretty easy task. It can be done from any lead list using a database program or a function within the respective platform. Exporting data to other solutions afterwards , as you grow your customer lists, can be done without much hassle.
- Updating product and inventory lists: You can do something similar with product and inventory lists. Relying on CSV files to update storage database programs with the most recent information makes the process that much smoother.
- Recording and analyzing orders: It’s a no-brainer to gain insight into orders when you record them in a CSV file, open them in your analytical software, and filter out what you don’t want to see.
- Migrating data: CSV files help ecommerce businesses with platform migration, making it much less stressful when moving large amounts of data from one location to another.
Being a file format with such multifarious capabilities, .csv files are mayhaps the most well-suited for any application with large amounts of data arranged uniformly. Nevertheless, as any other format, they become less useful when you have irregular data; for example, datasets with varying numbers of columns.
How to create a CSV file for ecommerce
Creating a CSV file for ecommerce involves organizing your data into a structured format that is compatible with the CSV syntax – rows, columns, and commas. Check out the steps below:
- Identify the data you want to include: This could be information about products, prices, inventory levels, product descriptions, or any other relevant data for your ecommerce business.
- Use spreadsheet software: A spreadsheet software like Microsoft Excel, Google Sheets, or any other of the sort that you are comfortable with. With these, you have easily accessible options for file formats, including Text (tab delimited – a file whose values are separated by a tab character) and CSV (comma delimited).
- Organize the data in rows and columns: Input the actual data in subsequent rows, aligning each value with its respective column header. This way, your CSV data will be well-organized, so that whatever you need, you can find with minimal effort.
- Use a delimiter: By default, CSV files use commas to separate data fields, indicating delimited data, but you can choose a different delimiter based on your needs. Ensure that you use the same delimiter consistently throughout the file, so that your data entries are not messed up.
- Save the data: Once you have entered all the data, it’s time to save the file. In most of the current spreadsheet software, to do this, you have to look for the “File” menu, select the “Save As” option and from the dialog box that opens choose the CSV format using the drop-down menu. This ensures that the new file is saved with the .csv extension.
Once your CSV file is created and saved, you can start to use it for various ecommerce operations. For the best results, take care to follow the practices that will make things easier for you in the long run.
Best practices for CSV format files
There’s well-organized CSV files and there’s pristinely organized CSV files. Depending on what you prefer, you may wish to follow a set of best practices.
Here’s how you create a CSV file for ecommerce applications:
- Add column headings: Remember, the first row of your spreadsheet will be the first row of your CSV file, and vice versa. Keep your column headings in this row and you will be able to navigate even a most complex Excel document quickly.
- Keep columns consistent: If there are different numbers of columns in each row, the table can get a little messy. Aim to keep everything consistent.
- Create and export in a spreadsheet: You can write plain-text files in a simple text editor by separating values with commas and rows with a new line. However, creating and exporting them directly from spreadsheet programs is much more user-friendly, and it allows you to save images, because they support CSV files with rich formatting.
- Use UTF-8: One of the significant benefits of a CSV file is its compatibility. Using the Unicode character set UTF-8 will support this compatibility, allowing you to open the file with pretty much any spreadsheet app.
These are simple and quick rules for working with CSV files. But as you see with the CSV format itself, simple can also be best.
Tips for optimizing CSV files for large ecommerce datasets
When you’re working with huge amounts of ecommerce data, you ought to be aware of the things to avoid in order to keep your CSV files in pristine condition. Here are a few suggestions on how to get the most out of your comma-separated values files.
Avoiding timeouts
Using a CSV file to import and export data is a process that, depending on how large a set of data you’re transferring, can take a long time to finish, regardless if you’re building your own relational database or you already have a structure set in place,
Every now and then, this means your software or platform will show you a time out message. And then, your progress is lost.
But how can you prevent this kind of issue?
If you experience a timeout, it may be best to break the comma-delimited file up into smaller subsets of data. This means less work for the platform you import delimited data to, and therefore, a higher chance of success.
Avoiding formatting issues
You might have some serious formatting issues if you have many different irregular values. Separate these files into datasets with the same number of columns in each row. That way, handling large amounts of data becomes much less frustrating.
Keep the file creation and file editing actions separate. It’s a good idea to create your file in a spreadsheet app at first, so as to keep the formatting as organized as possible. If you want to make minor tweaks, you can always use the text editor to open the file and to change the values that you want.
This saves quite a lot of time and effort, especially when working with larger files that may take a while to render in a spreadsheet. And sometimes, they can take minutes, and still cause a crash.
How to import a comma separated values file into an ecommerce platform
Importing CSV files into your ecommerce store structure requires just a couple of steps. Think of it as if you’re importing product lists into your database management systems.
This is how you go about it:
- Search for Import: Go over to the products area of your ecommerce solution; then, look for the Import option.
- Choose the CSV file you wish to import: You will have to click Browse and in the File Explorer box, pick the appropriate file from your device.
- Oversee the import process: Most platforms load the data and automatically format it. You should still check the product list, though, to make sure everything has been imported and formatted correctly.
- Save your changes. Lastly, don’t forget to click Save if your platform requires it, so that you don’t have to go through the same process again.
You can also apply the import model to various tasks. For example, if you need to manage your customer lists or migrate datasets between platforms, all this is possible with a CSV file.
Common errors to watch out for when working with CSV files
Sometimes, users do experience issues when they are working with CSV files. We’ve covered a few of the most common ones below and tips on overcoming these.
Check them out below:
- The file size is too big to import or open: Break the file into more manageable chunks or if you’re working on an Excel spreadsheet, save a truncated copy instead (from the File tab, select Save a Copy), and make sure to name it in a way that indicates clearly it’s not the original file.
- You have several versions of the same file: Go into the file and look at the data to see if CSV is the up-to-date version. Another option is to sort the files in your folder by date of modification, where you can also check the size of each one (files with more data are usually larger).
- Data is missing or in the wrong format: You may need to add any data that should be there but isn’t. Using a text editor could suffice, though having a text file that requires a lot of changes may take too long to finish when compared to the efficiency of a spreadsheet tool.
- The data is in the wrong columns: Check the file and ensure each row has the same number of columns. In case you are used to working in spreadsheets, you can look up formulas that will help you sort the specific row misalignment issue and adapt it to your own document.
Keep an eye out for these potential errors. Deploying the quick fixes we’ve listed alongside them should solve the issue.
How to edit and manipulate CSV files
Before editing CSV files and manipulating them freely, you need to first know how to open a CSV file. That’s done in any spreadsheet software or text editor, including those on your mobile devices.
Generally, you begin by importing or opening the CSV file in a spreadsheet software (unless you prefer doing it manually when you’re working with something like contacts in your Microsoft Outlook account). Then, follow the Text Import Wizard to open your file, except in cases when you want to import delimited data (with a delimiter like a comma).
From there, you just modify data in the file as you see fit before saving or exporting it as another CSV file.
Opening a file in a text editor app may require you to change the viewable files from “Text Documents” to “All Files” from the drop-down menu. Next, you can alter the text right in the app and then save the revised version of the file. That way may be a bit more time-consuming, though, so beware.
Integrating CSV files with other ecommerce tools and software
As established so far, CSV files are highly versatile. In addition to everything else, that also means they are designed to be compatible with a whole host of different tools and solutions.
You should be able to integrate your CSV files with the following pieces of software:
- Spreadsheet solutions and tabular applications;
- Inventory management systems and solutions;
- Customer relationship management (CRM) platforms;
- Enterprise resource planning (ERP) solutions;
- Lead generation software solutions;
- Ecommerce store back-end areas and environments;
- Content management systems (CMS).
You may use various other types of software across your business’s ecommerce operations, and CSV files should be compatible with many of these additional solutions.
Future trends and developments in the use of CSV files in ecommerce
What does the future hold for CSV files in ecommerce? Take a look at a few possibilities:
- Artificial intelligence: AI is likely one of the most significant leaps forward in how CSV files are used. Artificial intelligence can scan documents for value errors, as long as they are in a tabular format, and it works the same even if the file is a plain text document. The idea is to ensure everything is formatted correctly and the data is accurate.
- Machine learning and flagging: Machine learning may also be able to recognize potentially erroneous values as they are inputted. By flagging these values, mistakes can be avoided further down the line.
- Automation: Automated solutions will also likely use CSV files, thanks to their simplicity. Systems can create CSV files automatically and complete data migrations without human input.
It would be no wonder if the best practices for CSV files shift in another direction as well. Given the current state of the tech industry, these scenarios are expected to be the first to begin taking place.
Making ecommerce easier with CSV files
What is the primary advantage of a CSV file for ecommerce? Many people cite convenience.
These files are simple to use and work with a wide range of programs, making data conversion and maintenance considerably easier.
To push your ecommerce operations further without putting in as much effort in data management, CSV files will help by simplifying many of the processes. Other spreadsheet file types will continue to exist, but CSV files are likely to stay because of how convenient, fast, and simple it is.
Frequently asked questions
What is a CSV file?
A CSV file refers to a comma-separated values file type. Data is stored in this file in a plain text format that should be compatible with various spreadsheet apps and solutions.
How do you create a CSV file?
You can create this file format when you save CSV files directly from your spreadsheet software. When you create a spreadsheet, you can import it as a CSV file for easy compatibility.
Can you create a CSV file as a plain text file?
Yes, but be wary of formatting issues. It’s much better to use a spreadsheet program to create and save the file, as this ensures it is formatted correctly.